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Pathstone · 7 hours ago

Associate, Client Advisory

Providence, RI

Full-time

Onsite

New Grad, Entry Level

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families and foundations. The Associate, Client Advisory role involves supporting the Client Advisory Team with client service, daily operations, and administrative duties, including preparing performance analysis and client presentation material.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management

Senior Management

No H1B

Responsibilities

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies

Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group

Act as information provider to accountants, banks, investment managers and other professionals also supporting clients

At the same time, they should enjoy learning and growing and be motivated to take on new challenges

Due to the required expertise in all client operational matters, this role will serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports

Qualification

Client OperationsAnalytical SkillsMicrosoft ExcelClient ServiceProblem-SolvingLearning MotivationUnderstanding InvestmentsVerbal CommunicationWritten CommunicationDetail-OrientedTime ManagementPositive Attitude

Required

Bachelor's degree

Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates

Strong analytical, quantitative, problem-solving, and client service skills

Being detail-oriented and understanding time-sensitive issues are extremely important

Solid PC and Microsoft Office suite skills, particularly Excel

Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations

Show a positive attitude and initiative in all aspects of the position

Demonstrate the ability to prioritize tasks in the face of competing demands

Engaged in learning and growing and motivated to take on new challenges

Strong verbal and written communication skills